+28.2%
VRT vs PSA
+26.7%
+1.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.4% |
| 7D | +18.6% | -2.1% | +20.7% | +18.4% |
| 30D | -11.7% | +15.6% | -27.2% | -11.6% |
| 3M | -27.3% | +4.1% | -31.4% | -27.0% |
| 6M | -42.9% | +9.2% | -52.1% | -43.6% |
| YTD | +29.5% | +32.3% | -2.8% | +27.0% |
| All | +28.2% | +26.7% | +1.5% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling